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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $652,828 | $90,530+621.1% | $76,030+758.6% | $145,897+347.5% |
| Participation rate | 84.2% | 74.4%+9.8pp | 69.1%+15.1pp | 80.3%+3.9pp |
| Annual return | 19.13% | 625.08%-606.0pp | 361.54%-342.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $13,864 | $3,319+317.7% | $2,688+415.9% | $4,663+197.3% |
| Participant deferral / active EE | $20,119 | $5,164+289.6% | $4,257+372.6% | $6,689+200.8% |
| Admin fee / account holder | $22,137 | $8,383+164.1% | $6,421+244.8% | $13,390+65.3% |